Craig Margolies is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Aegis Capital Corp and Garden State Investment Advisory Services, LLC. He is based in Holmdel, NJ. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm offers a range of services including discretionary and non-discretionary portfolio management, financial and estate planning, and utilizes a variety of investment strategies with a notable focus on international investing.

John Feeney is a financial advisor at Capital Analysts with 30 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Lincoln Investment Planning, Axa Advisors, and Valic Financial Advisors. Additionally, he serves as a Group Relationship Manager at Bergin Agency, focusing on employer-sponsored retirement plans. Capital Analysts serves both retail and institutional clients, including high-net-worth investors, trusts, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and an in-house Investment Management & Research team.

Steven Kashubo is a financial advisor at Santander Securities LLC with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Santander Securities and Santander Bank in various roles since 2013. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers a range of advisory programs and financial planning services, utilizing a managed-account platform with third-party investment managers and emphasizing ongoing suitability reviews and compliance oversight.

Rodger Thomas is a financial advisor with Nfsg Corporation in Roselle Park, NJ, holding Series 65 and Series 66 designations and 26 years of industry experience. His prior work includes roles at NewBridge Securities Corporation, Kovack Advisors, SCF Investment Advisors, National Securities Corp, and Ameriprise. Outside of his advisory work, he serves as volunteer president of Roselle Park Hometown Heroes and volunteer treasurer for Boy Scout Troop 58 in Roselle Park, and he has held trustee and lay servant positions at the Roselle Park Community United Methodist Church. Nfsg Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary asset management, model portfolios, and third-party asset manager selection, utilizing a variety of investment styles and internal resources to support its advisors.

Alex Boatman is a financial advisor with A.G.P. / Alliance Global Partners, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones and Stifel Nicolaus & Co Inc before joining A.G.P. in 2021. Outside of his advisory role, he serves as Vice President of Membership Review for Business by the Bay, a networking group. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional investors through a multi-team platform. The firm offers a range of discretionary and non-discretionary portfolio management services, emphasizing international investing and managing pooled vehicles alongside brokerage and financial product distribution.

Terry Brodt Jr. is a financial advisor with Garden State Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has worked at Garden State Investment Advisory Services and its affiliated broker-dealer since 2010, with prior roles at Invest Financial Corporation, First Montauk Securities Corp., LPL Financial, and Prudential Equity Group. Brodt also holds a real estate license, though he is not currently active in that area. Garden State Investment Advisory Services provides personalized investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities. The firm manages discretionary portfolios based on client risk profiles using fundamental, technical, and third-party research, with approximately $674 million in client assets under management across a multi-advisor team.

Peter Savva is a financial advisor at Leo Wealth, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked in disclosure monitoring at Olden Lane Securities, LLC. Leo Wealth serves individuals, trusts, foundations, pension and profit-sharing plans, and corporate clients by offering portfolio management, financial planning, model portfolio management, fiduciary services, and consulting. The firm employs ETF-based core and thematic models alongside systematic single-stock strategies and utilizes a combination of internal and third-party resources to construct diversified, risk-tiered allocations.

Pablo Benavides Palma is a financial advisor at Santander Securities LLC with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Santander Securities since 2022, with prior experience at Santander Bank, NA. Santander Securities LLC provides investment advisory services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and delivers investment advice through a managed-account platform featuring third-party investment managers and discretionary account management.

Cornelius O'Reilly is a financial advisor at Integrity Advisory Solutions with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Brokers International Financial Services and Summit Estate Planning Group. Outside of his advisory role, O'Reilly owns and operates a law firm specializing in estate planning and trust administration. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, utilizing a variety of investment models and third-party platforms.

Max Mintz is a financial advisor at Vanderbilt Advisory Services with 10 years of industry experience. He holds the Series 66 designation and has worked at Vanderbilt Advisory Services and Vanderbilt Securities, LLC since 2017, following a year at Sagepoint Financial, Inc. Mintz has served as a consultant providing expert guidance on the Independent Broker/Dealer space and is an independent life insurance agent. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm offers portfolio management and financial planning services, utilizing a strategic asset allocation approach combined with fundamental, technical, and charting analysis. Vanderbilt’s integration with retirement-plan and benefits firms, along with its affiliated broker-dealer and multiple platform options, distinguishes it within the enterprise advisory sector.

James King is a financial advisor with Diversify Advisory Services, LLC and holds Series 63 and Series 66 licenses. He has eight years of industry experience and has worked at firms including B. Riley Wealth Management and Equitable Advisors. He is also involved with Griffin Wealth Partners, a financial securities business conducted through B. Riley Wealth Management. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, and small business owners. The firm employs a tactical diversification approach using a combination of internal models and third-party solutions across multiple platforms and offers a broad range of investment strategies and consulting services.

Jack Casey is a financial advisor at Pinnacle Associates, Ltd. He holds a Series 65 designation and joined the firm in 2024. Prior to his current role, he spent five years at Providence College. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning to individuals, families, trusts, endowments, foundations, pension and profit-sharing plans, and other institutional clients. Founded in 1984, the firm manages approximately $9.9 billion in discretionary assets and employs a fundamental, bottom-up investment approach across a range of equity strategies, tailoring allocations to client objectives and offering socially responsible overlays on request.

Joseph Petracca is a financial advisor at Santander Securities LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Santander Securities, Santander Bank, Bank of America, and Merrill. Santander Securities LLC provides investment advisory and related services to a broad mix of clients, including individual investors, corporations, charitable organizations, retirement plans, and other institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with oversight and reporting supported by its clearing custodian.

Eric Mangold is a financial advisor at Summit Financial, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments, Minnesota Life Insurance Co, Securian Financial Services Inc, Allied Wealth Partners, and First Allied Advisory Services. Outside of his advisory role, he volunteers with the Leukemia and Lymphoma Society. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with approximately $26.35 billion in assets under management, serving around 17,800 clients. The firm offers investment advisory and portfolio management services through both discretionary and consultative platforms, alongside financial planning and retirement plan advisory.

Emilio Rivera is a financial advisor with Fortis Capital Advisors, LLC, holding Series 63 and Series 66 designations and possessing 25 years of industry experience. His career includes roles at Simplicity Investments, Mass Mutual Investors Services, Eagle Strategies, Axa Advisors, Santander Securities, and J.P. Morgan Securities. Rivera serves as President and CEO of E. Rivera & Associates and is a board member involved in fundraising activities for the Staten Island University/Northwell Hospital Foundation. Fortis Capital Advisors is an SEC-registered multi-team firm serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized, primarily discretionary portfolio solutions with a flexible investment approach that includes passive, active, tactical, and ESG-aware strategies, alongside various consulting and financial planning services.

Nicholas Rizzieri is a financial advisor with Santander Securities LLC in Manalapan, NJ, holding a Series 66 designation and two years of industry experience. His prior roles include positions at LPL Enterprise, Pruco Securities LLC, and New Beach International LLC. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management and provides investment advisory services, portfolio management, and financial planning through various wrap-fee programs and third-party investment managers.

Stephen Tomkins is a financial advisor at A.G.P. / Alliance Global Partners with 37 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Oppenheimer & Co. Inc and Janney Montgomery Scott. Outside of his advisory work, he umpires and referees baseball and football games for the New Jersey State Interscholastic Athletic Association. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers discretionary portfolio management, financial and estate planning, model portfolios, and brokerage services.

Nilos Sakellariou is a financial advisor at A.G.P. / Alliance Global Partners with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill, Glen Eagle Wealth, Arete Wealth Advisors, and Arete Wealth Management. Outside of advisory work, he is a licensed insurance agent providing reviews, advice, and sales of fixed life and long-term care insurance products. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles. The firm offers a range of portfolio management and financial planning services, with a notable emphasis on international investing and management of pooled-vehicle accounts.

Anibal Guerrero Russo is a CFP® professional at Kintra Wealth, LLC with five years of industry experience. He has held roles at several firms, including Premier Path Wealth Partners, Peapack Private Bank & Trust, and Rockwood Wealth Management. Russo is also a silent partner in a family-owned handyman business. Kintra Wealth serves a diverse client base, including individuals, families, and institutions, offering integrated wealth management and financial planning services with a model-driven investment approach that emphasizes tax efficiency and customized portfolio management.

Tatiana Sunik is a CFP® professional with 18 years of experience in the financial services industry. She currently works at Forum Financial Management, LP and is also the founder of Hera Financial LLC, where she provides financial planning with a focus on guiding clients through life transitions such as divorce. Her previous roles include tenure at Mariner Wealth Advisors and Klingman and Associates. Forum Financial Management, LP serves individuals, retirement plan sponsors, charitable organizations, and institutional clients by offering portfolio management, financial planning, and retirement-plan advisory services. The firm is notable for its model asset-allocation portfolios based on Modern Portfolio Theory and its turnkey asset-management platform that supports numerous RIAs with back-office and trading services.